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People Moves

04/16/2025

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

04/16/2025

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

04/16/2025

Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer

He will report to Tony Chereso, President and Chief Executive Officer of Inland, and formerly Inland’s CFO.

04/15/2025

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

04/15/2025

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives

04/14/2025

KKR Appoints General David Petraeus as Chairman of the Middle East and Establishes Dedicated Investment Team in the Region

Expansion builds on 16-year local presence and several investments in the region

04/14/2025

AXA IM appoints US equity portfolio manager

Gordon Happell joins after 10 years at Columbia Threadneedle

04/14/2025

PNC Bank appoints BlackRock veteran Mark Wiedman as president

Wiedman succeeds Michael Lyons, who left in January to become president and CEO-elect of Fiserv.

04/14/2025

Northern Trust Names John Massey Senior Managing Director of Foundation & Institutional Advisors – East Region

John brings a combination of leadership, strategic insight and client-first focus

04/11/2025

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

04/11/2025

Raymond Gatcliffe Appointed Country Officer And Chief Executive Officer For Citibank Canada

Gatcliffe will be responsible for the in-country execution of the bank’s strategy to be the preeminent banking partner for institutions with cross-border needs and a global leader in wealth management.

04/10/2025

Ascot appoints Marc Amen to lead role

Mr Amen joins from RenaissanceRe

04/10/2025

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

04/10/2025

Perigon Wealth Management Welcomes Four New Partners As Part of Innovative Growth Program

Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm

04/10/2025

CIM Group advances private wealth push with latest hire

Barry Schanker joins Los Angeles firm as managing director

04/10/2025

Mesirow Wealth Management Continues Growth and Expansion of Multi-Generational Services with Hire of Wealth Advisor Alex Gordon

Alex brings deep experience in financial planning and analysis for high net worth individuals

04/09/2025

Bluespring Hires Former LPL Exec to Lead Organic Growth Push

Graeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.

04/09/2025

Ascot appoints RenRe’s Marc Amen as CEO, North America

In the new role, Amen will be responsible for all operating facets of Ascot U.S. and Ascot Bermuda insurance and reinsurance companies.

04/09/2025

Merrill Advisor Joins 1792 Wealth Advisors

Rich earned a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ.

04/09/2025

Bluespring Wealth Announces Strategic Talent Acquisition and Leadership Team Expansion

Three new hires and a leadership promotion demonstrate commitment to advisors and their strategic growth

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